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Protect and Preserve Your Family Legacy
Contact Craig at 800-847-2758 or email@example.com in a new window to see how the team at CU Plan can help plan for the future.
Members of Upward Credit Union can take advantage of services and educational tools such as:
- Living Trust Workshops
- On-Line Video Classes
- One-on-One Member Trust Planning
- IRA Education
- Legacy Planning – Living Trusts
- IRA Tax Planning